AI Account Intelligence powering exceptional agencies.
Slack
Gmail
Outlook
Microsoft Teams
Zoom
Google Meet
Fireflies
Gong
Otter.ai
Fathom
Google Drive
Slack
Gmail
Outlook
Microsoft Teams
Zoom
Google Meet
Fireflies
Gong
Otter.ai
Fathom
Google Drive
Asana
Monday.com
ClickUp
Jira
Trello
Notion
Airtable
Linear
Dropbox
HubSpot
Salesforce
Asana
Monday.com
ClickUp
Jira
Trello
Notion
Airtable
Linear
Dropbox
HubSpot
Salesforce
Status meetings every day across a hundred projects waste hours. Cosgrove alone saves it. That's the most valuable part.
This is literally how an agency hums.
Cosgrove creates a living record of every client that powers an expanding ecosystem of AI workflows purpose-built for agencies.
Cosgrove reads every account each morning and surfaces the ones going sideways, the quiet client, the slipping deliverable, before you hear about it from the client.
Cosgrove captures every commitment automatically, from a passing comment on a call to a client's detailed next steps, and tracks each one to done.
Cosgrove writes your status reports, client updates, and QBRs automatically from the record, saving the hours your team loses to reporting every week.
Cosgrove scans the whole portfolio at once to surface the systemic problem behind the daily fires.
Cosgrove answers any question about the book in plain language, pulled from the record with its sources, so your team walks into every client call already current.
Cosgrove points the same data layer at your next problem. We stand up the workflows that move your agency most, with you.
Generic AI tools guess, and a wrong status can reach your client. Cosgrove is built to check its claims against the source, and to flag what it can't confirm rather than fill the gap.
Built so your security review is short. Every point below is verifiable in the working session.
Your own private workstation, not a seat in a shared app. One customer's data never touches another's.
Accounts connect with your own sign-ins, scoped as tightly as each platform allows. Revoke any of them, any time, without asking us.
Connections start read-only. Write access exists only where the work needs it, and every write action waits for your approval.
Your data answers your questions. It never trains models, and it is never shared across customers.
Your context, files, and reports are plain files you can take. Month-to-month means the exit is real.
The engineers who set up and maintain your workstation are the only people with access. Named, and known to you.
Everything, instantly, versus some of it, eventually.
Cosgrove does the watching so your people do the thinking, and writes back to the tracker you already use instead of replacing it. The judgment and the client relationship stay with your team.
Agencies change constantly, and so does AI technology. Your Cosgrove engineer installs everything, tunes it to how your team actually works, then stays embedded: as tools change, data moves, and workflows evolve, everything is re-wired for you. No integration project. No engineering backlog. No new hires.
An engineer connects your Slack, inboxes, calls, and boards, then maps your accounts, your team, and how work actually moves through the agency.
For the first cycle it runs against your definitions of risk and your reporting rhythm, calibrated until every read is verified and your team trusts it.
New tool, new client, new workflow: your Cosgrove engineer wires it in as it happens, keeping your data and semantic layers current. The engineering capacity most agencies don't have, standing inside your team.
No. Cosgrove reads the work your team already does. No new data entry, nothing new to update.
A PM tool knows tasks. It can't see the Slack thread where a client got frustrated, or the promise made on a call. Cosgrove reads all of it and reconciles what was promised against what's tracked.
Because that's the exact failure Cosgrove is built to prevent. Claims are checked against the live source first, and blind spots are declared, not hidden.
Real, and working. Cosgrove was hardened in real agencies, where one wrong status loses an account. That's why verification is a hard gate, not a feature.
A forward-deployed engineer installs and tunes Cosgrove to how you deliver. You configure nothing. Cosgrove runs beside your ops lead for the first cycle, then your team owns it.
Whatever your agency runs on. During setup, our engineers connect anything else your team relies on, CRMs, analytics, ad platforms, docs into custom data and semantic layers.
Tell us about your agency and schedule a demo with the Cosgrove team.
